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23
May 25, 2019
05/19
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FBC
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a number of wall street firms like goldman sachs, as well as bankamerica, j.p. morgan, all that are rewriting their forecast because they're basically saying we're in this for the long haul, we may see that money in chinese gazette coming to america, that will also be taxed. then the fight gets accelerated. chris isherwood and i don't think the markets have priced in that. some of the wall street firms are starting to base in the possibility of that. you have to recalibrate however, that is not what the market is expected to see.the additional terrace. even the 10 to 25 percent move i think the markets underpriced the economic impact from it. because even those been announced and in motion the fact of the matter is that there still a chance they could feel that back. it doesn't really kick in in the summer months and i think the market is hopeful that there will be some sort of resolution but day by day, tweet by two it looks less likely will have a short-term fix. maria: put genocide we got signals that the global economy showing weakness. especially in europe.
a number of wall street firms like goldman sachs, as well as bankamerica, j.p. morgan, all that are rewriting their forecast because they're basically saying we're in this for the long haul, we may see that money in chinese gazette coming to america, that will also be taxed. then the fight gets accelerated. chris isherwood and i don't think the markets have priced in that. some of the wall street firms are starting to base in the possibility of that. you have to recalibrate however, that is not...
96
96
May 16, 2019
05/19
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CNBC
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the next one is bankamerica. i picked bankamerica because i think that's the best one in terms of being able to monetize this large customer base that they have. i'm not saying jpmorgan is awful or citicorp's awful, but we have to pick something. and the last one is moody's, which is -- again, people are investing in moody's because of the services they provide and not worried about these macro events i'm worried about the internal nuts and bolts of the company. i think from that point of view people are investing and not trading them that's what i think has helped my performance in the fund greatly the last three years >> david ellison, thank you very much stephanie, what do you think about those picks? and the overall state of financials right now >> i think you have to take a barbell approach in financials david's right. it's been very hard to own them and make a lot of money. you can trade them tactically, make some money in them for sure but i think really you have to think about special situations within th
the next one is bankamerica. i picked bankamerica because i think that's the best one in terms of being able to monetize this large customer base that they have. i'm not saying jpmorgan is awful or citicorp's awful, but we have to pick something. and the last one is moody's, which is -- again, people are investing in moody's because of the services they provide and not worried about these macro events i'm worried about the internal nuts and bolts of the company. i think from that point of view...
72
72
May 30, 2019
05/19
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CNBC
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bankamerica, citigroup, jpmorgan, you should have record industry efficiency coming up. so what i say is don't cry city group over what hasn't gone right. we play you a sad song our on small violin we say recognize the structural change and instill that confidence because right now citigroup's trading at recession prices without a recession >> great to see you. thanks very much best prop. >> is that from a doll snous. >> it's a stradivarius >> 2020 presidential hopeful john hickenlooper joins to us talk tariffs and breaking up big tech whether he's in favor of either >> uber making news this week after saying it would kick low-rated riders off the platform sara and i will reveal our scores after the break >> both bad. wait till you hear -- >> both bad. stephanie kills us as expected here's what people in new york think of that potential change >> i'm not worried about being kicked off of uber i guess that is a pretty valid concern for a lot of people but i use uber super often and i'm a pretty good customer >> for younger people it's probably going to be an issue if they
bankamerica, citigroup, jpmorgan, you should have record industry efficiency coming up. so what i say is don't cry city group over what hasn't gone right. we play you a sad song our on small violin we say recognize the structural change and instill that confidence because right now citigroup's trading at recession prices without a recession >> great to see you. thanks very much best prop. >> is that from a doll snous. >> it's a stradivarius >> 2020 presidential hopeful...